D
Dianebreon
Joined Jan 4, 2023
Portfolio design by her husband, Greg. CFA (retired), and former stock broker at Merrill and DeanWitter for 8 years. Big fan of covered call writing! Design is for 70 yr old retired couple.
All portfolios
Views
ETV/QQQ-60/40 income + growth
614 views
Return
-7%
YTDRank
51%
Average
Static Portfolio
2 positions
Mar 29, 2023
Return
-9%
YTDRank
12%
Bottom
Static Portfolio
3 positions
Sep 2, 2024
Return
-8%
YTDRank
26%
Average
Static Portfolio
3 positions
Apr 8, 2024
Return
-10%
YTDRank
11%
Bottom
Static Portfolio
3 positions
Nov 1, 2024
Return
-9%
YTDRank
12%
Bottom
Static Portfolio
3 positions
Jan 4, 2025